Daily Chemical Reactions

Crude Humor & Other Chemical Items
April 3, 2020
Commodities Mentioned:
Oil, Natural Gas, MDI, Ethylene, Polyethylene
Companies Mentioned:
Wanhua, Huntsman, Lotte Chemical, Nova Chemicals, GCP Applied Technologies

Daily Chemical Reaction

Crude Humor & Other Chemical Items

An important date for your calendar:

Conference Call with Raj Gupta – April 10th 11.00am EST
Key Points:
  • The uptick in the oil-to-gas ratio this week spurred sector interest – we do not see feedstock benefits pulling chemical sector profit higher anytime soon, and we do not think the current ratio can last.
  • Corporate items in the news today target Lotte Chemical M&A ambitions, the Wanhua 4Q19 report and Nova Chemical expansions being put on hold.
  • Other items of note today range from the significant pain being felt by US crude exporters to activist pressure at GCP Applied Technologies.


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